Novak & Powell Financial Services’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $342K | Hold |
1,328
| – | – | 0.24% | 92 |
|
2025
Q1 | $266K | Hold |
1,328
| – | – | 0.17% | 121 |
|
2024
Q4 | $222K | Hold |
1,328
| – | – | 0.13% | 136 |
|
2024
Q3 | $250K | Hold |
1,328
| – | – | 0.15% | 131 |
|
2024
Q2 | $211K | Sell |
1,328
-336
| -20% | -$53.4K | 0.13% | 141 |
|
2024
Q1 | $233K | Buy |
+1,664
| New | +$233K | 0.17% | 117 |
|